Legacy Wealth Asset Management’s DT Midstream DTM Stock Holding History

Legacy Wealth Asset Management’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$530K	Sell	4,439 -94	-2%	-$12.6K	0.12%	251
2026 Q2	$665K	Sell	4,533 -24	-0.5%	-$3.4K	0.15%	216
2026 Q1	$614K	Sell	4,557 -35	-0.8%	-$4.57K	0.15%	227
2025 Q4	$550K	Sell	4,592 -20	-0.4%	-$2.3K	0.14%	240
2025 Q3	$521K	Sell	4,612 -23	-0.5%	-$2.4K	0.13%	247
2025 Q2	$509K	Buy	4,635 +1,372	+42%	+$139K	0.13%	247
2025 Q1	$315K	Buy	+3,263	New	+$326K	0.09%	293

Other funds holding DTM

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Legacy Wealth Asset Management's DTM Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its DT Midstream (DTM) stake by 2.1% in Q3 2026, selling an estimated $12.6K and leaving 4,439 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #251.

Legacy Wealth Asset Management first reported a position in DTM in Q1 2025 and has held it in 7 quarters since. The position peaked at $665K in Q2 2026. 57 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

Legacy Wealth Asset Management held 4,439 shares of DT Midstream worth $530K as of Q3 2026.
Legacy Wealth Asset Management sold 94 DT Midstream shares in Q3 2026, an estimated $12.6K.
DT Midstream made up 0.12% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #251 holding.
Legacy Wealth Asset Management first reported a position in DT Midstream in Q1 2025 and has held it in 7 quarters since.
Legacy Wealth Asset Management's DT Midstream position peaked at $665K in Q2 2026.
57 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.